See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,980 | $159,901-26.2% | $146,958-19.7% | $145,922-19.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.38% | 98.13%-81.7pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,388 | $5,286-54.8% | $4,933-51.6% | $4,660-48.7% |
| Participant deferral / active EE | $7,560 | $8,428-10.3% | $8,070-6.3% | $6,688+13.0% |
| Admin fee / account holder | $323 | $15,044-97.9% | $12,998-97.5% | $13,397-97.6% |